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美联储主席提名引巨震!标普三连阴,金银创46年最大跌幅
第一财经· 2026-01-31 00:08
Market Overview - The three major U.S. stock indices declined, with the Dow Jones Industrial Average falling below 49,000 points, closing down 179.09 points or 0.36% at 48,892.47 points. The Nasdaq Composite dropped 0.94% to 23,461.82 points, and the S&P 500 fell 0.43% to 6,939.03 points. Despite the drop, all three indices recorded gains for January, with the S&P 500 and Dow up 1.4% and 1.7% respectively, and the Nasdaq up 1% [3][10]. Inflation and Economic Indicators - The U.S. Producer Price Index (PPI) for December exceeded expectations, with a month-on-month increase of 0.4% and a year-on-year increase of 3.5%, matching the highest level in nearly a year. This indicates persistent inflationary pressures in the U.S. economy [10][11]. Commodity Market - International oil prices showed slight fluctuations, with WTI crude oil near-month contracts down 0.32% at $65.51 per barrel, and Brent crude down 0.03% at $70.69 per barrel. The precious metals market experienced significant declines, with COMEX gold futures for February delivery dropping 11.37% to $4,713.90 per ounce, marking the largest drop since January 1980. Silver futures fell 31.35% to $78.29 per ounce, the worst performance since March 1980 [4][5]. Individual Stock Performance - Apple Inc. saw a slight increase of 0.46%, driven by strong iPhone demand and better-than-expected Q1 2026 earnings. However, concerns regarding memory supply chain issues remain, with upcoming quarterly reports being critical for short-term performance [6][7]. - Tesla shares rose 3.32%, while other tech stocks like Google, Nvidia, Microsoft, Amazon, Oracle, and Meta experienced declines ranging from 0.04% to 2.95% [6][7]. - Verizon's stock surged over 11% after reporting adjusted earnings and net revenue that exceeded market expectations, along with a $25 billion stock buyback plan [8]. Chinese Tech Stocks - The Nasdaq Golden Dragon China Index fell 2.36%, with major Chinese companies like Alibaba, NetEase, Baidu, and JD.com all declining over 2%, and Pinduoduo down 1.59% [9].
美联储主席提名引巨震!标普三连阴,金银创46年最大跌幅,金龙指数挫超2.3%
Di Yi Cai Jing· 2026-01-30 23:24
Market Overview - iShares Silver Trust experienced a significant drop of over 28%, marking the largest single-day decline in its history [1] - Major U.S. stock indices fell, with the Dow Jones Industrial Average closing at 48,892.47, down 179.09 points or 0.36% [1] - The Nasdaq Composite Index decreased by 0.94%, closing at 23,461.82, while the S&P 500 Index fell by 0.43% to 6,939.03 [1] Commodity Performance - International oil prices showed slight fluctuations, with WTI crude oil near-month contract down 0.32% at $65.51 per barrel, and Brent crude oil down 0.03% at $70.69 per barrel [2] - Precious metals market saw a significant decline, with COMEX gold futures for February delivery dropping 11.37% to $4,713.90 per ounce, the largest drop since January 1980 [2] - Silver futures for February fell 31.35% to $78.29 per ounce, marking the worst performance since March 1980 [2] Individual Stock Performance - Apple Inc. rose 0.46% due to strong iPhone demand, with Q1 FY2026 earnings exceeding Wall Street expectations [3] - Tesla Inc. increased by 3.32%, while other tech stocks like Google, Nvidia, Microsoft, Amazon, Oracle, and Meta saw declines [3] - Gold and silver mining companies listed in the U.S. faced sharp declines, with Kirkland Lake Gold down 17% and Barrick Gold down nearly 11%, the largest drop since April 2017 [3] Corporate Developments - Verizon Communications Inc. surged over 11% after reporting adjusted earnings and net revenue for Q4 2025 that exceeded market expectations, along with a $25 billion stock buyback plan [5] - Flash storage company SanDisk saw a 6.85% increase, reporting Q2 FY2026 revenue of $3.03 billion, a 61.2% year-over-year increase, surpassing the expected $2.69 billion [4]
沃什获得提名对美联储意味着什么?
Hua Er Jie Jian Wen· 2026-01-30 15:56
Core Viewpoint - Trump's nomination of Waller to replace Powell as the Federal Reserve Chair indicates an attempt to shift monetary policy towards interest rate cuts, aligning with Trump's economic agenda [1] Group 1: Background of Waller - Waller, a Harvard Law School graduate, has a background in both Wall Street and public service, having served as a Federal Reserve Governor during the 2008 financial crisis [2] - He was the youngest appointee to the Federal Reserve Board at age 35 and has a history of advising Trump on economic policy [2] Group 2: Policy Proposals - Waller has publicly criticized the Federal Reserve's policy of expanding its balance sheet and advocates for comprehensive reforms, including significant reductions in the balance sheet to create room for future interest rate cuts [3] - He has shifted from a cautious stance on rate cuts to supporting measures that would facilitate lower interest rates, although some question the effectiveness of balance sheet reduction [3] Group 3: Constraints on Power - Waller's ability to influence monetary policy will be limited as the Federal Open Market Committee (FOMC) holds the decision-making power, requiring majority support for any policy changes [4] - Historical precedents show that even respected chairs can face challenges in leadership, as seen with past chairs like Paul Volcker and Jerome Powell [4] Group 4: Independence of the Federal Reserve - The appointment of a chair aligned with the President's policies does not necessarily end the Federal Reserve's independence, as the resistance from other policymakers will be crucial [6] - Ongoing legal challenges regarding the President's ability to dismiss Federal Reserve officials could impact the independence of the institution [6] Group 5: Potential Impact of Powell's Decision - Powell's decision to remain as a Federal Reserve Governor could significantly constrain Waller's influence on monetary policy, as Powell's presence would serve as a counterbalance to the President's agenda [7] - Observers note that Powell's recent hesitance may signal an effort to dissuade Trump from nominating a more unconventional candidate for the chair position [7]
特朗普提名凯文·沃什为下任美联储主席
Sou Hu Cai Jing· 2026-01-30 14:44
特朗普2017年曾就美联储主席一职面试沃什,但最终选择了时任美联储理事鲍威尔。据报道,特朗普29 日在白宫会见了沃什。 沃什出生于1970年,2006年至2011年担任美联储理事,目前是斯坦福大学访问学者。沃什曾公开批评量 化宽松政策的副作用,认为美联储需要与美国财政部在政策上更紧密地协作。 新华社纽约1月30日电(记者刘亚南 徐静)美国总统特朗普30日通过社交媒体宣布,提名美国联邦储备委 员会前理事凯文·沃什为下任美联储主席。这项提名还需要获得国会参议院批准。 美联储现任主席鲍威尔的任期将于2026年5月结束,但其美联储理事职位任期将持续至2028年1月底。 特朗普在其首个总统任期里就曾多次批评鲍威尔的货币政策。2025年1月再次出任美国总统后,特朗普 频繁批评鲍威尔在降息方面行动迟缓,加剧了联邦政府债务负担,并多次威胁解除其美联储主席职务。 ...
特朗普提名凯文・沃什出任美联储主席
Xin Lang Cai Jing· 2026-01-30 14:08
专题:特朗普正式提名沃什出任美联储主席 若经参议院表决通过,前美联储理事凯文・M・沃什将接替将于 5 月卸任的杰罗姆・H・鲍威尔,出任 美联储主席。 凯文・M・沃什曾任美 联储理事,在特朗普总统首个任期内,他也曾是美联储主席的热门人选。 特朗普总统已选定凯文・M・沃什担任下一任美联储主席,这位前美联储理事将肩负关键使命,执掌这 家因迟迟未采取更激进的降息举措,而遭到特朗普政府接连抨击的机构。 特朗普在 "真实社交" 平台发文称赞沃什,称 "他将成为美联储史上最杰出的主席之一,甚至可能是最 优秀的那位。除此之外,他形象出众、能力过硬,永远不会让人失望。" 此次周五的提名公布,为接替杰罗姆・H・鲍威尔的漫长遴选过程画上句号,鲍威尔的美联储主席任期 将于 5 月结束。2006 年至 2011 年担任美联储理事的沃什,在遴选中脱颖而出,击败了包括特朗普首席 经济顾问凯文・A・哈塞特、现任美联储理事克里斯托弗・J・沃勒在内的多位竞争者,全球最大资产 管理公司贝莱德的高管里克・里德也进入了最终候选人名单。 沃什是一名保守派经济学家,在特朗普首个总统任期内就曾是美联储主席的热门人选,其提名仍需获得 参议院的表决通过。 除了 ...
【环球财经】特朗普提名美联储前理事凯文·沃什出任美联储主席
Xin Lang Cai Jing· 2026-01-30 13:31
转自:新华财经 新华财经纽约1月30日电(记者刘亚南 徐静)美国总统特朗普30日宣布,他将提名美国联邦储备委员会前理事凯文·沃什(Kevin Warsh)出任下一任美联 储主席。 沃什出生于1970年,目前是斯坦福大学访问学者。沃什曾公开批评量化宽松政策的副作用,认为美联储制定货币政策的方式需要"政权更迭",美联储需要 与美国财政部在政策上更紧密协作。 特朗普2017年曾就美联储主席一职面试沃什,但最终选择了时任美联储理事的杰罗姆·鲍威尔。据报道,特朗普29日在白宫会见了沃什。 按照有关规定,特朗普关于美联储下一任主席的提名还需要获得联邦参议院的确认。 特朗普早在其首个总统任期就多次批评鲍威尔货币政策,他在去年1月再次出任美国总统后频繁批评鲍威尔在降息方面行动迟缓加剧联邦政府债务负担, 并多次威胁解除鲍威尔的美联储主席职务。 编辑:王姝睿 ...
沃什获提名美联储主席!特朗普为何看中他?
Guo Ji Jin Rong Bao· 2026-01-30 13:23
沃什出生于1970年,1992年获得斯坦福大学公共政策学士学位,随后在哈佛法学院获得法学博士学位。 他的职业生涯横跨华尔街、政府部门和央行系统,起步于摩根士丹利,年仅25岁便参与重大并购交易。 2002年至2006年担任总统经济政策特别助理及白宫国家经济委员会执行秘书。 2006年,年仅35岁的沃什被时任美国总统小布什任命为美联储理事,成为美联储史上最年轻的理事之 一。 在2008年全球金融危机期间,他成为美联储与华尔街之间的关键联络人,参与了贝尔斯登出售、雷曼兄 弟倒闭以及救助美国国际集团等重大决策。 沃什的家庭背景也颇具看点。他的妻子是雅诗兰黛集团继承人珍.劳德,岳父雷诺德.劳德是特朗普的长 期盟友,曾提出"美国应买下格陵兰岛"的建议。 当地时间1月30日上午,美国总统特朗普正式宣布美联储前理事凯文.沃什将出任下任美联储主席。 现任主席鲍威尔的任期将于2026年5月届满。这一提名标志着"鲍威尔时代"的终结。 根据程序,沃什的提名将首先提交至参议院银行委员会举行听证会,随后由参议院全体投票表决,在获 得半数投票支持后,沃什将担任美联储主席(任期4年)和美联储理事(任期14年)。 分析普遍认为,若提名获得确认 ...
特朗普提名的美联储主席人选:凯文·沃什是谁?
Sou Hu Cai Jing· 2026-01-30 13:18
特朗普29日早些时候表示,将于下周宣布人选,但在当晚与沃什会面后,决定将宣布时间提前至30日上 午。这一任命还需要国会参议院的正式确认通过。 来源:视觉中国 据央视新闻报道,美东时间1月30日上午,美国总统特朗普提名美国联邦储备委员会前理事凯文·沃什出 任下一任美联储主席,接替现任美联储主席鲍威尔。 在特朗普的第一任期内,沃什也曾是美联储主席的热门候选人之一,但最终败于现任主席鲍威尔。过去 十年,沃什一直是自由贸易和强势美元的坚定拥护者。 沃什虽看好技术革命对生产率的提振并支持降息,但他认为应该先缩表、再降息。他强烈批评美联储过 去15年的激进资产负债表操作,认为量化宽松政策偏离了央行核心职责,必须有计划地通过缩表回归传 统。 总而言之,沃什无论是专业水平还是协调各方的能力均比其他竞争者合适,也更受华尔街青睐,但其对 特朗普的忠诚程度相对较低。 华西证券分析师肖金川此前在研报中表示,无论谁担任美联储主席,都将面临白宫和财政部更大的压 力。 "远离选举政治,不要卷入选举政治。千万别这么做。"鲍威尔在最近的新闻发布会上向他的继任者呼 吁。他强调,一旦失去独立性,美联储的信誉将难以恢复。 原本最被热炒的国家经济委员 ...
亿汇:比特币回调与市场风险
Sou Hu Cai Jing· 2026-01-30 13:03
MONETA M A R K E T S OFFICIAL REGIONAL PARTNER OF ATLÉTICO DE MADRID - MONETA 佛派 MONETA 4 2 只開合日 新户三重好礼 限时狂送! MONETA 集酒 壓获殊荣集锦 完成指定步骤 立即赢得 (0 注册即领礼: ay「最先进网页差价合约交易 台」大陵 扫码开户送 ¥30 ess 服裝扫码注册开使用服名 即可促銷 ¥30 取金貿易! 1997 EED 登录再升级: 下载并登录APP 福利再加码 ¥100 成功安装并首次登录 APP, 即可参与申追独买, 并且赚 ¥50 股金好补 Moneta对您最便1慰助入金, 再追送 ¥50, 多重奖励等怎么! 飞天茅台酒 MONETA 2 8 2 4 - 1 MOUTA 40UTA d f OUTAI re MONETA - OFFICIAL REGIONAL PARTNER OF ATLÉTICO DE MADRID MONETA 传播 M 获殊荣集锦 Moneta Markets 荣获 M&A Today 「最先进网页差价合约交易平台」大奖, 井在 CV Magazine 企业卓越奖中 ...
特朗普称将于周五上午公布下任美联储主席人选,沃什获提名概率飙升至80%
Sou Hu Cai Jing· 2026-01-30 01:09
下任美联储主席人选即将公布。 当地时间1月29日晚间,美国总统特朗普在一场活动中被问及何时公布下任美联储主席人选时说,"明天 上午"。 现任美联储主席鲍威尔任期将于5月结束,他还将主持3月、4月两次议息会议。 从去年下半年以来,下任美联储主席的头号人选在以下四人间多次变化,他们分别是白宫国家经济委员 会主任凯文·哈西特、美联储前理事凯文·沃什、美联储理事克里斯托弗·沃勒、贝莱德集团全球固定收益 首席投资官里克・里德(Rick Rieder)。 在线博彩网站Polymarket最新数据显示,沃什获得提名的概率飙升至80%,与其他候选人明显拉开距 离,而最近的头号人选里德获得提名的概率降至10%。 沃什出生于1970年4月,他本科毕业于斯坦福大学,他是哈佛大学的法学博士。他目前是斯坦·德鲁肯米 勒家族办公室Duquesne的合伙人、斯坦福大学访问学者。德鲁肯米勒是美国传奇投资人,他与美国财政 部长贝森特都曾在索罗斯基金担任要职。沃什的人脉关系还包括知名投资人彼得・蒂尔、风险投资家马 克・安德森。蒂尔也是最早公开支持特朗普的硅谷创投大佬之一。此外,沃什的夫人Jane Lauder是雅诗 兰黛的继承人之一。 沃什曾供 ...